BBL

Beck Bode LLC Portfolio holdings

AUM $601M
1-Year Est. Return 32.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.5M
3
+$9.86M
4
PGR icon
Progressive
PGR
+$9.13M
5
OSCR icon
Oscar Health
OSCR
+$9.08M

Top Sells

1
+$11.7M
2
+$11.7M
3
+$10.3M
4
CPAY icon
Corpay
CPAY
+$9.94M
5
CSX icon
CSX Corp
CSX
+$8.2M

Sector Composition

1 Utilities 24.5%
2 Technology 20.11%
3 Healthcare 9.68%
4 Consumer Discretionary 9.49%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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